--- title: "Connect LeadSimple and Smartsheet - APIANT.ai" description: "When \"Call Completed\" fires in LeadSimple, your agent runs \"Add row\" in Smartsheet, or \"New row\" in Smartsheet to \"Update Contact\" in LeadSimple." canonical: "https://apiant.ai/connect/leadsimple-to-smartsheet" --- # Connect LeadSimple and Smartsheet When **Call Completed** fires in [LeadSimple](https://apiant.ai/connections/leadsimple), your agent runs **Add row** in [Smartsheet](https://apiant.ai/connections/smartsheet), or **New row** in Smartsheet to **Update Contact** in LeadSimple. Describe the whole flow and it is built, tested on every scenario and kept running. LeadSimple **4** triggers LeadSimple **10** actions Smartsheet **3** triggers Smartsheet **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LeadSimple and Smartsheet to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What LeadSimple and Smartsheet can do together ### From LeadSimple to Smartsheet - When **Call Completed** in LeadSimple then **Add row** in Smartsheet - When **Lead Created** in LeadSimple then **Add row attachment** in Smartsheet ### From Smartsheet to LeadSimple - When **New row** in Smartsheet then **Update Contact** in LeadSimple - When **New sheet** in Smartsheet then **Update Lead** in LeadSimple Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with LeadSimple and Smartsheet ## Triggers and actions 7 triggers · 36 actions - Trigger **Call Completed** Triggers when a new call is completed. - Trigger **Lead Changes Tags** Triggers when a lead's tags change. - Trigger **Lead Created** Triggers when a new lead is created. - Trigger **Lead Is Reassigned** Triggers when a lead is reassigned. - Action **Create Call** Creates a Call in your account - Action **Get Lead** Gets a Lead in your account by ID. - Action **Search Contact** Searches a contact in your account by name, phone number or email address. - Action **Search Property** Searches a Property in your account by name or address. - Action **Search Unit** Searches the units on the property by the Unit Number - Action **Search User** Searches a user in your account by name or email address. - Action **Update Contact** Updates a Contact in your account. - Action **Update Lead** Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage. - Action **Update Property** Updates a Property. - Action **Update Unit** Updates a Unit. - Trigger **New row** Triggered when a new row is added to the specified sheet. Polls rows modified since the last check and emits new ones. - Trigger **New sheet** Triggered when a new sheet is created. Polls the list of sheets and emits newly seen ones. - Trigger **Updated row** Triggered when any row is updated in the specified sheet. Polls rows modified since the last check and emits updated ones. - Action **Add column** /sheets/{sheetId}/columns - add columns to a sheet. - Action **Add comment** /sheets/{sheetId}/discussions/{discussionId}/comments - add a comment to a discussion. - Action **Add discussion** Starts a new discussion on a sheet with a first comment, and returns the discussion. - Action **Add folder** /folders/{folderId}/folders or /home/folders - create a folder. - Action **Add home folder** Creates a folder at the top level of your Sheets home and returns it. - Action **Add row** Adds a new row to the specified sheet. Provide cells as an array of {columnId, value}. Set location to Top or Bottom. - Action **Add row attachment** /sheets/{sheetId}/rows/{rowId}/attachments - attach file or URL to a row. - Action **Add sheet** /sheets - create a sheet with columns. - Action **Copy row to another sheet** Copies a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic. - Action **Copy sheet** /sheets/{sheetId}/copy - copy a sheet to a folder/workspace. - Action **Delete row** Deletes a row from a sheet given its Row ID. - Action **Delete row if deal does not exist in ActiveCampaign (Cisco)** Compares deals from ActiveCampaign with the Smartsheet 'ActiveCampaign Deal ID' column. Deletes rows whose deal ID is not present in the supplied list of existing ActiveCampaign deal IDs. Built from intent against Smartsheet API 2.0. - Action **Find rows** Searches for rows in a specified sheet containing the specified value (in any column). Returns zero or more row IDs. Use the 'Get row' action within a Loop to fetch each row's contents. - Action **Find rows by column value** Searches for rows in a specified sheet having the specified value in a specified column. Zero, one, or multiple row IDs may be returned. - Action **Find sheets by keyword** Returns the sheets that match the specified keyword. - Action **Find single row** Searches for a single row in a specified sheet matching the specified value (in any column). If zero or multiple rows are found, an error occurs. - Action **Find single row by column value** Searches for a single row in a specified sheet having the specified value in a specified column. If zero or multiple rows are found, an error occurs. - Action **Get discussion** Returns a sheet discussion with its title and comments. - Action **Get folder** Returns a folder with the folders and sheets directly inside it. - Action **Get row** Returns the column data for the specified row. An error occurs if the row is not found. - Action **Get sheet** Fetches a sheet by ID, including its columns and rows. An error occurs if the sheet is not found. - Action **List row attachments** Returns the attachments on a row of a Smartsheet sheet, such as files and links, with their names, types and addresses. - Action **Move row to another sheet** Moves a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic. - Action **Two-way sync add or update a row** Creates or updates a row in a sheet. For use only with two-way sync triggers. If a Row ID is supplied the row is updated; otherwise a new row is added. - Action **Update row** Updates a row in a specified sheet. Provide the Row ID and cells as an array of {columnId, value}. - Action **Update sheet** /sheets/{sheetId} - update sheet properties (name, project settings). ## Each app on its own - [ **LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connections/leadsimple) - [ **Smartsheet** Smartsheet is a work execution platform for managing sheets, rows, and columns.](https://apiant.ai/connections/smartsheet) Reviews ## What our customers say ## More from LeadSimple - [ **LeadSimple to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/leadsimple-to-notion) - [ **LeadSimple to Brave Search API** Brave Search API — independent, privacy-respecting web, image, video, and news search powered by Brave's own...](https://apiant.ai/connect/leadsimple-to-brave-search-api) - [ **LeadSimple to Thunderbit** Extract web pages as Markdown or structured data for AI apps](https://apiant.ai/connect/leadsimple-to-thunderbit) - [ **LeadSimple to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leadsimple-to-salesforce) - [ **LeadSimple to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leadsimple-to-slack) - [ **LeadSimple to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leadsimple-to-mailchimp) ## More into Smartsheet - [ **Salesforce to Smartsheet** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-smartsheet) - [ **Mailchimp to Smartsheet** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-smartsheet) - [ **ServiceM8 to Smartsheet** ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad.](https://apiant.ai/connect/servicem8-to-smartsheet) - [ **Zeplin to Smartsheet** Zeplin is an organized workspace to publish designs where the entire team can collaborate to ship beautiful...](https://apiant.ai/connect/zeplin-to-smartsheet) - [ **HubSpot to Smartsheet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-smartsheet) - [ **Slack to Smartsheet** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-smartsheet) Questions ## LeadSimple and Smartsheet, answered ### ### What can start an automation from LeadSimple? Any of LeadSimple's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Changes Tags and Lead Is Reassigned. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Smartsheet when something happens in LeadSimple? Any of Smartsheet's 26 actions, including Update row, Update sheet, Add column and Add comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Smartsheet to LeadSimple? Yes. When something happens in Smartsheet, your agent can act in LeadSimple too. This page covers both directions: Smartsheet's triggers and LeadSimple's actions are listed here as well. ### ### Do I have to build a connector for LeadSimple or Smartsheet? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use LeadSimple and Smartsheet without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.